Here is the top ten as voted by readers at Value investing News
1. Who is Searching for Value Investing
Using the new Google Insights for Search tool, I examine the global patterns and trends of online investors searching for information on value investing since 2004. The article includes maps of the distribution of value investing globally and in the United States. It also includes a list of the top related search terms and the fastest rising searches for value investing.
2. Steak N Shake Begins to change in FYQ3 : Circle of Competence
Steak N Shake reported Q3 numbers, their first under Sardar Biglari. A look at the numbers and how SNS might be simply valued.
3. Notes from My Conversation with Cal-Maine CFO Tim Dawson
I recently spoke with Cal-Maine Foods CFO Tim Dawson, and here are the notes from our conversation.
4. The Mind of an Investor
A funny graphic depicting the thoughts running through the average investor’s head during a market dip. Make sure it doesn’t describe your thought process!
5. National Retail Properties (NNN) Dividend Analysis
National Retail Properties is a dividend achiever as well as a component of the S&P 1500 index. It has been increasing its dividends for the past 18 consecutive years. From 1998 up until June 30 2008 this dividend growth stock has delivered an annual average total return of 9.60 % to its shareholders.
6. Air Products and Chemicals Inc. (APD)
Air Products and Chemicals Inc. produces industrial gases and specialty and intermediate chemicals and also has interests in environmental and energy-related businesses. Linked here is a detailed stock analysis and commentary.
7. Concentrated Risk: Pabrai and Pinnacle Airlines : Circle of Competence
A little look at what might have happened with Pinnacle Airlines and why Mohnish Pabrai might be selling his position.
8. Dividend Growth and Earnings Per Share versus Total Return
Ever since I started analyzing stocks on my blog, I have been gathering information about several stocks in my data folders. I wanted to check what was the relationship between the ten year dividend growth rate and the ten year total return of the stocks that I previously covered on my blog.
9. Bruce Berkowitz Stays In The Sunshine
Bruce Berkowitz must be disappointed that the current Olympic Games program doesn’t include professional money management in the competition. If it did, the veteran stock picker’s neck would be weighted down with gold right now.
10. Berkshire Hathaway 2nd Quarter 2008 13F
The latest Berkshire Hathaway 13F was just filed. It appears Warren Buffett increased his position in IngersollRand, SanofiAventis and added a new position in NRG Energy. It also appears the holdings in AnheuserBusch were reduced.
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